Your clients are selling.
The question is whether you're leading the deal.
Capinext is the AI copilot that lets CPAs, fiduciaries and business lawyers run full M&A mandates — from valuation to closing — under their own brand.
Two professions. Two approaches. One platform.
Capinext adapts to your practice — whether you advise on financials or structure deals legally.
CPA, fiduciary, accountant
Lead the deal instead of referring it out. Run the full mandate — valuation, memorandum, buyer outreach — under your own brand.
See what changes for me
Business lawyer
Get involved at the decision stage — not after the deal is done. Structure LOIs, manage buyer pipelines, and secure every legal step with full traceability.
See what changes for me
Guided when you need it. Free when you don't.
Capinext is the only M&A platform that adapts to your level — from your very first mandate to your hundredth.
Copilot mode
A structured tunnel through the 7 phases. The AI tells you what to do next, drafts deliverables, and validates each step with you before moving on.
- Step-by-step guidance through every phase
- Auto-generated tasks and reminders
- Best-practice prompts and checklists
- Embedded glossary and decision aids
Expert mode
Direct access to every module. Jump into valuation, buyer pipeline, dealroom or contractualisation without a tunnel. Full control, no friction.
- Free navigation across all 7 modules
- Power-user shortcuts and bulk actions
- Custom workflows per mandate
- Switch to Copilot mode anytime
The largest advisory firms are spending hundreds of millions on AI-powered deal tools.
Their teams use AI copilots at every stage — from financial modeling to buyer outreach to closing.
These platforms are built for in-house use. They're not available to independent practices.
Capinext brings that same capability to your firm. Purpose-built for CPAs and business lawyers. Priced for independent practices. Delivered under your brand.
Three doors into a full M&A mandate.
Each tool below works standalone — and can become the starting point of a structured mandate inside Capinext.
No signup. No credit card. Test the engine with one of your live cases.
Start with a credible value range — in 90 seconds.
Enter three years of revenue, EBITDA and net income. The AI runs three methods in parallel and returns an actionable price range you can defend.
- Sector multiples, simplified DCF, asset-based
- Min / average / max on a visual slider
- PDF report ready to share with your client
Build your first qualified buyer list in seconds.
The AI matches the company profile against 6,500+ qualified buyers and investors, ranked across five weighted criteria.
- Compatibility score across 5 weighted criteria
- Detailed profile: type, capacity, history
- Exportable shortlist to launch your outreach
Decide whether the mandate is ready — in 30 seconds.
Five targeted questions. A visual score across five dimensions. A clear verdict — ready, needs work, or too early — with a prioritized action plan.
- Readiness score on 5 objective criteria
- Instant verdict with action plan
- PDF diagnostic with priority recommendations
Everything you need to run a mandate end-to-end.
Six interconnected modules. One source of truth per deal.
Seven phases, from first call to signing.
Whichever mode you choose, every Capinext mandate follows a methodology refined over 25 years of M&A practice.
The Capinext commitments.
Human in the loop
The copilot drafts, calculates, suggests. You approve every action. Nothing moves without your sign-off.
Your brand, front and centre
Your logo. Your disclaimers. Your firm name on every deliverable. Your clients never see ours.
Swiss hosting, GDPR-grade
AES-256 encryption. Data in Switzerland. GDPR-compliant. Your data is never used to train external models.
Institutional-grade deliverables
Confidential memorandum, teaser, diagnostic report, valuation — formatted to the level buyers and investors expect.
How much could your firm earn on M&A mandates?
Move the sliders. See the potential revenue from your existing client base.
The firms that move first will define the next decade.
Every year, thousands of business owners turn to specialized intermediaries to sell their company — often because their trusted advisor didn't offer the service.
That's CHF 150–500K in transaction fees — and a client relationship — that walks out the door.
Meanwhile, Big 4 firms are deploying AI-powered M&A platforms for their internal teams. The productivity gap between large firms and independents widens every quarter.
Get early access
Try Capinext with your first mandate — free. Join a small group of advisors shaping the platform.